Adero Partners’s Schwab International Equity ETF SCHF Stock Holding History

Adero Partners’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$373K	Hold	18,850	–	–	0.02%	150
2024 Q4	$349K	Sell	18,850 -44	-0.2%	-$859	0.02%	154
2024 Q3	$388K	Buy	18,894 +18	+0.1%	+$356	0.03%	140
2024 Q2	$363K	Buy	18,876 +4,836	+34%	+$93.6K	0.03%	144
2024 Q1	$274K	Buy	14,040 +88	+0.6%	+$1.65K	0.02%	161
2023 Q4	$258K	Sell	13,952 -14	-0.1%	-$243	0.02%	158
2023 Q3	$237K	Buy	+13,966	New	+$247K	0.02%	157
2023 Q2	–	Sell	-13,306	Closed	-$232K	–	169
2023 Q1	$232K	Buy	+13,306	New	+$228K	0.03%	136
2022 Q1	–	Sell	-11,984	Closed	-$233K	–	165
2021 Q4	$233K	Buy	11,984 +40	+0.3%	+$785	0.04%	146
2021 Q3	$231K	Buy	11,944 +22	+0.2%	+$438	0.04%	133
2021 Q2	$235K	Buy	+11,922	New	+$236K	0.05%	125

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Adero Partners's SCHF Position: Q1 2025 in Review

Adero Partners held its Schwab International Equity ETF (SCHF) position steady in Q1 2025 at 18,850 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #150.

Adero Partners first reported a position in SCHF in Q2 2021 and has held it in 11 quarters since. The position peaked at $388K in Q3 2024. 1,307 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

Adero Partners held 18,850 shares of Schwab International Equity ETF worth $373K as of Q1 2025.
Adero Partners left its Schwab International Equity ETF share count unchanged in Q1 2025.
Schwab International Equity ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #150 holding.
Adero Partners first reported a position in Schwab International Equity ETF in Q2 2021 and has held it in 11 quarters since.
Adero Partners's Schwab International Equity ETF position peaked at $388K in Q3 2024.
1,307 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.